Estate Planning Worksheet
Our office uses worksheets to gather client information to assist in the drafting of estate plans. There are worksheets in the buttons below for both couples and single clients. We look forward to helping you through the estate planning process.
Download the form on your computer before you begin completing it. You may submit the information via email.
Please submit the completed worksheet in advance of your appointment. Having this information in advance will make better use of our appointment time and will allow us to speak to the specifics of your plan.
Please be sure you are thorough as possible when completing the worksheet. If a question does not apply to your situation, please mark N/A in the answer field so we know you have reviewed the entire document.
If there are portions of the worksheet that you don’t understand, you will have an opportunity to discuss it during our appointment.